Creating a User and Setting Up Permissions

Creating a User and Setting Up Permissions




User management is an important part of maintaining your Simpliscada system. Not only does this provide a way for users to login to the system, it also allows the creation of user permissions and it is integral to the notification system as well.

- To add a new user, highlight the "Gear Icon" at the top right of the screen and select "Users".




- The left-hand pane contains a search window (for quickly finding a user), an Add Button (for adding new users), and a list of existing users.



- To begin setting up a new user, click the green "Add +" button. You will now see the required fields. 
      First Name
      Last Name
      Email - this field is important for web and mobile app login as well as notifications
      Phone - this field is important for receiving notifications
      Role - default roles are "CompanyAdmin" and "Admin". Roles allow or limit access to various features within the website such as the ability to add, update, or even delete site content. See our knowledgebase article on "Roles" for more info.
      Timezone - for accurate time stamps on alerts and notifications.
      Groups - Groups are used to simplify the management of user access across Reports, HMIs, and Notifications. Instead of assigning permission to individual users one at a time, administrators can assign access at the group level. For example, when a new employee is hired and needs to:
  • Receive text or email notifications, and
  • View specific existing Reports or HMIs
The administrator simply adds the user to the appropriate Group. The user automatically inherits all permissions and notification settings associated with that Group.
Users may belong to multiple Groups, allowing flexible access control without duplicating configuration. See our knowledgebase article on "Groups" for more info.

- Once the information is filled in, click the green "Save" icon in the top-right corner of the screen.


      - A pop-up message will now ask if you wish to add the user to the group "Admin". Selecting yes will automatically place them in the admin group. If you wish to place them in a different group, select "No" and you will be able to add them to the group of your choice from the "Groups" section of the settings menu. See our knowledgebase article on groups for more info.       



      - If the Role "CompanyAdmin" was selected when entering the user info, then that is the end of the user creation because a company admin has full permissions. If any other Role was selected, you will automatically be taken to the "Permissions" setup screen. Permissions will let you limit what site access a user has. 
      View - grants access to "View" any selected site or route.
      Manage - grants access to "Manage" any selected site or route.
      Web Control - allows the user to control (i.e. turn on a pump or set a setpoint) from the web browser.
      Mobile Control - allows the user to control (i.e. turn on a pump or set a setpoint) from the mobile app.



      - If you have multiple sites or routes, be sure to click the drop-down arrow on the right to get a full list of available site permissions.
     
      - To delete a user completely and remove them from the project: select the user to be deleted, click edit in the top-right of the page, the select the red text "Archive" at the bottom of the Profile. Once confirmed, the user will be deleted and removed from the project.













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